Double Opt In + Automation with Gravity Forms Integration (API)

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I have just setup a new Gravity Forms integration and am testing it out.
I have selected the double-opt in box in Gravity Forms and also have an automation linked to the signup for this list.

When I tested the signup form, Gravity Forms did everything correctly -- sent the subscriber to the correct list and triggered the double-opt in email.

However, the first email in my automation sequence went out simultaneously since the automation criteria was hit. I would have thought that the automation wouldn't trigger until the confirmation link was clicked.

Is there any way to trigger this activity -- I really want the double opt-in on this signup.
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Simply Jaime

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Posted 2 years ago

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Adriane Smith, Customer Support Specialist

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Hey Simply Jaime,

This is tricky the more I think about it.  If it were me, this is what I would do.  I think you could have a 'welcome' email triggered by the sign-up, and then include within that email the opt-in confirmation link for contacts to do their double opt-in. You could choose not to send Gravity Form's opt-in confirmation email so that folks are just getting one email right away.  Welcome emails typically get a higher open rate than other emails and that would give the best opportunity for double opt-ins.  

Then, you could create a segment to pull out anyone that has confirmed their opt-in, so that you can easily know who has confirmed their opt-in. The only challenge is that there isn't an easy way to trigger an email to this segment, as new members are being pulled in by the double opt-in. We do have a feature request in front of our developers to allow new group/segment membership to trigger a workflow so I'll add your account to it since I know this could be useful to you.

Does all of this make sense? Please let me know what questions you have!
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Adriane Smith, Customer Support Specialist

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Hi again! 

That is the tricky part. While Automation can trigger a mailing based on a link-click, it would not be able to detect a click on the confirmation link because those links are personalized URLs, which can't be tracked in Emma.

Thats where it may be useful to have a segment created for those who had confirmed their opt-in. Then you could manually send them something, or keep the segment handy for future sends to your most engaged subscribers. Hopefully, in future iterations of Automation, we'll be able to trigger a series to folks just based on being pulled into a segment, which would be exactly what you'd need in this case.